SOUTHSTATE ADVISORY, INC. - Financial Advisor in South Carolina, Columbia

Tel: 803-231-3492 520 Gervais St Columbia, South Carolina 29201

About SOUTHSTATE ADVISORY, INC.

SOUTHSTATE ADVISORY, INC. is a Columbia, South Carolina based financial advisory firm with nearly $3,417,068,970 in assets under management and provides investment advisory services for 420 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

153113

Firm SEC#:

801-71264

Assets Under Management:

$3,417,068,970

No. of Clients:

420

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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2566

$1,681,630,457

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